See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,133 | $95,266-42.1% | $82,389-33.1% | $142,382-61.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 13.46% | 25.74%-12.3pp | 28.67%-15.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $678 | $2,991-77.3% | $2,517-73.1% | $4,299-84.2% |
| Participant deferral / active EE | $4,014 | $4,809-16.5% | $4,155-3.4% | $6,507-38.3% |
| Admin fee / account holder | $1,957 | $8,563-77.2% | $7,231-72.9% | $12,624-84.5% |